# LUMINVEST WEALTH MANAGEMENT LLC

LUMINVEST WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 326261
- Type: SEC-registered investment adviser
- SEC file number: 801-128242
- Location: 9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, 85260
- Phone: 480-300-0062
- Latest filing: 2026-02-25
- Regulatory AUM: $398.0M
- Discretionary AUM: $398.0M
- Clients: 5
- Accounts: 370

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| White Robert | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Long Beach, CA |
| Trent Robert White | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Karkanen Nicholas | CHIEF COMPLIANCE OFFICER | — |
| KARKANEN NICHOLAS REES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326261/similar
- Related entities: https://search.stillhousedata.com/firm/326261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326261

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.